Consultant at Strategic & Operational Solutions, Inc.

Advisor at K&M Broward, LLC

Contractor at Morrissey Goodale LLC

• Consultant
Strategic & Operational Solutions, Inc.
(Financial Services industry)
August 2009 — Present (2 months)
SOS provides corporate turnaround and restructuring services to small to mid-sized privately-held companies throughout the Midwest U.S. The company brings to bear a variety of expertise to resolve and restructure not simply a company’s finances, but its core operational challenges and difficulties.

• Evaluate client situations and participate in determining the scope and direction of the engagement.
• Lead interviews with senior management; develop in depth financial analysis to help identify areas of concern.
• Develop necessary cash flow and forward-looking models.
• Conduct review of critical issues and assist in the development and implementation of restructuring plan.
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Advisor
K&M Broward, LLC
(Real Estate industry)
January 2009 — Present (9 months)
K&M invests in distressed residential real estate in Broward County, FL. Properties are often in need of repair and not initially inhabitable. Units normally purchased from lenders at 25% to 30% of peak bubble pricing.

• Designed investment objectives, direct all market and community research, conduct due diligence and purchase negotiations. Establish budgets. Recruit, oversee and manage contractors. Supervise lease-up / tenant acquisition; approve final tenancy terms.
• Drafted 60-page complex operating agreement; well received by outside counsel.
• Requested to act as advisor by several community / homeowner / condominium boards as a result of presentation style, communication skill, trustworthiness, and ability to convey matters in an easily understandable manner.
• Properties are acquired at exceptionally attractive prices; unleveraged cash return (after operating expenses) on invested funds of 12% to 15% per annum (plus anticipated appreciation as market returns to pre-2002 bubble pricing).
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Contractor
Morrissey Goodale LLC
(Financial Services industry)
2008 — Present (1 year)
Morrissey Goodale is a specialized management consulting and research firm exclusively serving the architecture, engineering, and environmental consulting industries.

• Participate in client strategy engagements relating to financial matters.
• Conduct engagements including:
• Ownership transition planning
• Business valuation
• Share distribution plans
• Internal stock transfer plans
• Developing shareholder agreements
• Developed incentive compensation formulas and models
• Developed models to allocate bonus pool between operating divisions
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Special Crew Volunteer
Pan Massachusetts Challenge
(Fund-Raising industry)
July 1999 — August 2009 (10 years 2 months)
Long standing special crew volunteer for a major charitable fund raiser. My work at the PMC, while not a major career endeavor, is one of my proudest accomplishments. One of a handful of volunteers that shows up a week before the event for set-up and remains the week following for break-down.

• Implemented strategies to reduce waste and support smaller charitable causes.
• Changed water-stop supply distribution process resulting in substantially reduced waste.
• Modified post-event food collection procedure leading to reduced waste.
• Where open food items were previously disposed, located food kitchen operation that welcomed open food containers and pre-cooked meats;
• Reduced waste from 30% to negligible levels which contributed significantly to PMC receiving 2007 Second Helping Award from the Greater Boston Food Bank.
• Established contacts to donate unclaimed lost and found clothing to community assistance program.
• When nearly 1,000 portable sleeping cots became surplus (and were slated for a dumpster), located shelters in need including Father Bill’s Place, the Mainspring Shelter, Pine Street Shelter, and the New England Center for Homeless Veterans.
• Arranged to donate 800 cots to the Central Massachusetts Red Cross.
• Located nursery school network that was able to make use of out of date event shirts.
• Established informal procedure where we are able to provide several smaller charities with the supplies they may need for a post-PMC outdoor fundraising events (walks, hikes, etc.). Where the PMC deals with thousands of participants, a small, lesser known charity dealing with a couple hundred may not have the same ability, skill, or contacts to secure supply donations. Using our excess supplies including partially used cases, we are able to near fully supply the needs of a small event.
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Ride Committee Member
The Brain Tumor Society
(Fund-Raising industry)
May 2003 — May 2008 (5 years 1 month)
Volunteer and Ride Committee member for major fundraising event for this charitable cause.

• Managed key ride-day logistics.
• Joined in 2003 at a time when the original logistics director had near single-handedly taken the ride from 50 participants to nearly 600 participants. Accepted reigns to head volunteer level logistics; assisted professional staff to develop various volunteer specialty areas and formalize operating policies to support growth to 1,200 riders.
• Established program to donate excess food supplies (including substantial amounts of cooked food - burgers, chicken, etc.) to Salvation Army food kitchen.
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Associate
ZweigWhite Information Services
(Privately Held; Management Consulting industry)
September 2005 — November 2007 (2 years 3 months)
Associate in Financial Advisory Services group of this management consulting firm providing business valuations, ownership transition, process mapping projects, mergers and acquisitions, financial consulting, performance improvement, and corporate governance to the architecture and engineering industry.

• Managed client engagement process and directed project teams from cradle through final deliverables. Achieved high level of client satisfaction.
• Developed complex forward-looking financial models resulting in more precise scenario planning.
• Solicited and negotiated client engagements, a task normally reserved for principals.
• Speaker at ZweigWhite valuation seminars and finance webinars with favorable feedback.
• Recommended speaker at ZweigWhite valuation seminars and finance webinars.
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Chief Operating Officer
LaChance Financial Services
(Financial Services industry)
November 2002 — January 2004 (1 year 3 months)
Equipment finance / leasing firm specializing in structured-credit high yield transactions

• Diversified the sole $3M lending relationship to five relationships aggregating $15M.
• Redesigned due diligence protocols after company failed a due diligence review with its primary lender leading to highly favorable ratings at follow-up lender review and expanded credit facility.
• Managed all major litigation issues resulting in favorable outcomes.
• When CEO was sued for sexual harassment, conducted review and investigation, uncovered evidence of a serial scam leading to full exoneration and waiver of all claims by employee.
• Improved service delivery; sales that had been decreasing annually increased 10% the first year.
• Structured and closed more complex finance transactions at more secure structures and higher margins.
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Managing Director
Millennium Acquisition Group, LLC
(Financial Services industry)
October 1999 — October 2002 (3 years 1 month)
Special purpose entity formed to acquire a Burger King restaurant from bankruptcy in order to secure the rights to a long term undervalued real estate lease across the street from the Fleet Center in Boston.

• Recruited by bankruptcy counsel to analyze opportunity and formulate strategy for investor group.
• Solicited and acquired trade and secured creditor rights at highly attractive pricing.
• Developed a competing plan of reorganization resulting in speedy and cost effective control of target asset.
• Realized full principal and 43% return within 90-days; ultimately sold lease for 285% premium.
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Vice President/Officer
BankVest Capital Corp.
(Financial Services industry)
January 1998 — March 2000 (2 years 3 months)
National small-ticket equipment leasing company servicing vendors and commercial banks via a private label outsource leasing program.

• Recruited as senior manager of key strategic business unit. Analyzed systems, streamlined operation, redesigned “pitch” resulting in key strategic win with a top-50 money center bank.
• Established a highly systemized syndication unit which created liquidity at a critical market period. Syndicated $100 million within 3 ½ months, far ahead of 12-month time frame anticipated by the CEO.
• Conducted due diligence and financial statement analysis training sessions. Animated style resulted in highly favorable reviews. Voluntary 7:30AM attendance quickly became a packed audience.
• Assigned to reorganize bankruptcy department, directly managed large account litigation and restructuring resulting in speedier resolutions, higher recovery rates, and lower staff stress levels.
• Worked directly with turnaround team, assisted CFO with developing presentations to lenders, one of seven people (from 140-person staff) retained to assist with wind-down and portfolio liquidation.
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President
Champion Credit Corporation
(Financial Services industry)
July 1991 — December 1997 (6 years 6 months)
Equipment leasing syndication firm specializing in lower middle market and structured credits.

• Founded a highly profitable equipment leasing operation resulting in several acquisition offers.
• Developed best-in-class due diligence and analysis methods leading to preferred status with several major funding/syndication sources.
• Acquired distressed deals from institutional lenders; navigated restructuring and liquidation process, earned exceptionally strong returns on investment.
• Formulated plan to acquire creditor interests in bankruptcy proceedings to secure control of undervalued assets and maximize work-out and restructuring recovery.
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Vice President/Officer
Graphics Leasing Corporation
(Financial Services industry)
May 1984 — June 1991 (7 years 2 months)
Equipment leasing firm servicing the printing and graphic arts industry.

• Managed work-out, restructuring, litigation, and bankruptcy activities; reduced late payments from 15% to fewer than 3% within 4 months; portfolio became best performer in company.
• Negotiated lending and syndication agreements with secondary market funding sources leading to expanded funding base with better terms and greater lender reliability.
• Developed an integrated multi-vendor service that evolved to a national account program; this approach provided an impenetrable competitive advantage in our market niche.
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Assistant to the President
Leasing Services, Incorporated
(Financial Services industry)
October 1982 — May 1984 (1 year 8 months)
Equipment leasing firm providing tax lease products to highly rated credits

• Developed complex financial models for tax motivated leases bundled into Reg-D tax-shelter type investments; trusts and limited partnerships.
• Structured wrap-around lease and wrap-around loan transactions to maximize tax advantages while maintaining sound investment economics.
• Gained familiarity with tax code research and I.R.S. revenue procedures (Rev Procs).
• Managed remarketing activities. Analyzed tax recapture impact of sale vs. re-leasing and developed innovative marketing approach to maximize lease renewals thus avoiding tax recapture for investors.
• Interfaced and supported outside tax counsel in preparation of transaction structure.

Babson College - Franklin W. Olin Graduate School of Business
MBA , Finance, Strategy , 2004 — 2005

Northeastern University
Bachelor of Science , Business Administration , 1977 — 1982
Triple Concentration: Management, Finance, Entrepreneurship